Checklists

Never forget about required actions

Design fully customizable checklists, ensuring all necessary steps for the client are completed before progressing in the workflow.

Assured quality:

Clients can only progress in their workflow if every checklist step of the current status was resolved.

Flexibility:

Apply conditions or choose from a set of step types to customize the behaviour of your checklist and its steps.

Assign roles:

Assign responsibility for your checklists so they appear to the designated users in the Client Dashboard.